Posts by Kristina Schneider
Free Checkup Meetings Generate Lots of Revenue!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In a prior article, we discussed the “free service package” alternative to an annual maintenance fee program. The package included a free attorney checkup meeting every three years. You may be wondering, “How do…
Read MoreTips for Boosting Morale In Your Office This Thanksgiving
By Kristina Schneider, Practice-Building & Marketing Specialist There’s no doubt that this year has been a challenging one for many people – – both professionally and personally. There’s been a whirlwind of things going on this year and it’s hard to just “check it at the door” when you come into the office. Speaking with…
Read MoreSix Big Mistakes When Choosing an Associate Attorney
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Although attorneys are trained in the technical aspects of the law, we haven’t been taught how to run a successful business, often relying upon trial and error as costly teachers. In the process of…
Read MoreTips for Managing the Top 5 Interruptions at the Workplace
By Kristina Schneider, Practice-Building & Marketing Specialist One of the most costly killers of productivity in the workplace is interruptions. There are some startling statistics about how much interruptions really cost a business. It is believed that interruptions can cost a company up to over 6 hours per day in productivity, which equates to over…
Read MoreSummer Vacation Might Be Different This Year, But Be Sure to Take a Break!
By Kristina Schneider, Practice-Building & Marketing Specialist There is no denying that this summer feels is different. No, let me actually just call it for what it is—IT IS WEIRD! With all that’s going on in 2020, there’s no telling what tomorrow will bring (did we miss the murder hornets, cause it feels like we…
Read MoreThe Inheritor’s Trust: How I Want to Inherit from Mommy and Daddy
By Tiffany A. Oshins The term “Inheritor’s Trust” was service marked at the Patent & Trademark Office by my Daddy (Steve Oshins), my Grandpa (Richard Oshins) and another attorney (Noel Ice) in 2003. They abandoned the service mark in 2006 after the Patent & Trademark Office determined it to have become a term of common usage.…
Read MoreCheck-In With Your Employees (and Yourself!) Right Now
By Kristina Schneider, Practice-Building & Marketing Specialist 2020 is certainly not letting up with its challenges and difficult events to work through. It feels like an eternity since I was at DFW airport boarding a plane back to Los Angeles, getting the devastating breaking news that Kobe Bryant had just died in a helicopter crash. …
Read MoreU.S. States Not Reporting Recoveries | Coronavirus Stock Market Insight Series
We have invited Harvard educated economist, Dryden Pence – – who regularly appears on TV at Fox Business News, CNBC, and Bloomberg Business – – to address the burning questions in the minds of so many estate planners (and their clients) during these difficult times. This will be the 7th video of Dryden’s “Coronavirus Stock…
Read MoreThe Estate Planning “Perfect Storm”
An Interview with Steven J. Oshins, Esq., AEP (Distinguished)Nationally-known estate planning attorney Steve Oshins and nationally-known CPA Bob Keebler recently gave a joint teleconference for us entitled, “Estate Planning Techniques in a Time of Low Interest Rates”. In that presentation, Steve and Bob coined the term “PERFECT STORM” to reflect the current estate planning environment. …
Read MoreRoad to Recovery | Coronavirus Stock Market Insight Series
We have invited Harvard educated economist, Dryden Pence – – who regularly appears on TV at Fox Business News, CNBC, and Bloomberg Business – – to address these burning questions in the minds of so many estate planners (and their clients) during these difficult times, including but not limited to: How bad will this Coronavirus…
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